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Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Beanstream.com is a Victoria, BC-based company in the Financial Services sector.
Copper is a digital asset technology company that provides custody and trading solutions for institutional investors to safely acquire, trade, and store cryptoassets.
Alliancemedweb is a Rochester, NY-based company in the Financial Services sector.
GlobeOne headquartered in Santa Monica, CA, is a global network and financial technology company for supporting the banking needs of the world`s underbanked. It was established in 2013 by a group of socially minded entrepreneurs who have been leaders in their individual industries. GlobeOne`s patent pending banking service, The GlobeOne Package, is offered via a network of financial institutions around the world to create a global community of members who collectively earn income from their banking relationships. GlobeOne`s mission is to create financial inclusion and financial opportunities for its community of members to improve financial well-being for themselves and their families, which will also have positive implications for their communities and countries. As individuals build wealth and obtain access to credit, new businesses are started, disposable income increases and local economies grow. GlobeOne is currently in discussions with more than 15 financial institutions in 12 countries, with several expected to sign Letters of Intent this year, leading to a first quarter 2015 launch of the GlobeOne service.